Ghost Bites
Ghost Bites (Glencore | Impala Platinum | Industrials REIT | Orion | Tharisa)
Glencore's second half is under pressure. Impala Platinum just loves load shedding. Industrials REIT is still doing what it says on the tin. Orion Minerals had a busy quarter of fundraising. Tharisa is looking to raise $50 million.
Ghost Bites
Ghost Bites (AB InBev | Afrimat | Anglo – Amplats – Kumba | Astral Foods | Tongaat)
The market approved of AB InBev's earnings. Afrimat does its best under the circumstances. Anglo group companies release quarterly reports. Astral Foods gives a depressing outlook. Tongaat Hulett enters business rescue.
Ghost Bites
Ghost Bites (Bytes | EOH | Famous Brands | Kore Potash | Renergen)
The market took bite out of Bytes | EOH still needs a solution for its debt | Famous Brands exceeds pre-Covid revenue | A quarterly review of Kore Potash | Renergen and the inconsistent heating
Ghost Bites
Ghost Bites (The Foschini Group | Jubilee Metals | Oasis Crescent Property Fund)
The Foschini Group shows that shopper behaviour is normalising. Jubilee Metals signs off on a busy year. Oasis Crescent Property Fund grows distributable income.
Ghost Bites
Ghost Bites (Altron | Dis-Chem | Fortress | Gemfields | Massmart | South32)
Altron reports a sharp recovery in profitability. Dis-Chem keeps winning market share. Fortress might avoid losing REIT status. Gemfields is under armed guard in Mozambique. South32's quarterly report is promising.
Ghost Bites
Ghost Bites (Orion | Raubex | Royal Bafokeng | Spear REIT)
Orion has announced a R250 million funding package. Raubex proves that construction can make money, Royal Bafokeng Platinum suffered a poor quarter. Spear REIT puts in another solid performance.
Ghost Bites
Ghost Bites (Clicks | Coronation | Gemfields | Santova | Sasol)
Clicks rallies 5% based on annual results. Coronation's AUM drops further and earnings are down. A worst nightmare situation at Gemfields is possible. Santova is still growing and is worth over R1 billion. Sasol suffers a bloody nose.
Ghost Bites
Ghost Bites (BHP | DRDGOLD | MTN and Telkom | Quilter | Standard Bank)
BHP's production numbers are higher, other than coal. DRDGOLD continues to struggle with margins. MTN has achieved the near-impossible: cancelling something with Telkom. Quilter has lost half its market value this year. Standard Bank signs off on another strong quarter.
